Staff Client Help v7.3 - v8.0
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title> Patron Services Profiles Reference</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPProfRef/Patron_Services_Profiles_Reference.htm">Open topic with navigation</a>
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<div class="content">
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<div role="main" id="mc-main-content">
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<h1><a name="XREF_93865_Patron_Services"></a> Patron Services Profiles Reference</h1>
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<p><a name="kanchor4321"></a><a name="IX_reference_list_15"></a><a name="kanchor4322"></a><a name="IX_Patron_Services_2"></a>These profiles are available on the <b>Profiles</b> > <b>Patron Services</b> tabbed page on the Administration Explorer, at the listed organizational levels.</p>
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<thead>
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<tr class="TableStyle-BlueHeader-Head-Header1">
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<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
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<p class="TableBody">Profile</p>
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</th>
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<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
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<p class="TableBody">Org Level</p>
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</th>
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<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
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<p class="TableBody">Description</p>
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</th>
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<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
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<p class="TableBody">Default Setting</p>
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</th>
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</tr>
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</thead>
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<tbody>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">Audio feedback for barcode scan</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">Workstation</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">Specifies if a workstation produces a sound to signal a successful barcode scan. Most barcode readers are programmed to beep for a correct scan. If your reader does not produce a sound, you can enable a sound with this setting. The sound comes from the default computer speaker or external speakers, depending on the setting of the Circulation Option dialog box (<b>Circulation > Options</b> on Polaris Shortcut Bar). If you select <b>Use Windows Sounds </b>, the sound is specified by the <b>Default Sound</b> setting on the Sounds dialog box (displayed from the Windows Control Panel).<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"> See <a href="../../Patron_Services/PPworkstn/Setting_Circulation_Audio_Signals.htm">Set up audio circulation signals</a>.</MadCap:conditionalText></p>
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</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
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<p class="TableBody"><b>No</b>
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</p>
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<p class="TableBody"> If you set this profile to <b>Yes</b>, you must restart the Polaris staff client on the workstation before it takes effect.</p>
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</td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">BNC FTP: Set mode to Active</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines whether you use Active or Passive FTP to send files to BookNet Canada (BNC). <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">For details, see <a href="../../../WhatsNew6_4/BNC_NewData.htm">BNC Reporting Now Includes New Data.</a></MadCap:conditionalText></td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"><b>Yes</b>
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</td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">Contribute to BNC </p>
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</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines whether your library system’s branch and circulation statistics are compiled and sent through FTP to BNC. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">For details, see <a href="../../../WhatsNew6_4/BNC_NewData.htm">BNC Reporting Now Includes New Data.</a></MadCap:conditionalText></td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"><b>No</b>
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</td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">Default directory</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">System, Library, Branch, Workstation</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="font-weight: normal;">
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<p class="TableBody">Displays the Default Directory Setup dialog box, which specifies the folder used as the default path for patron services reports. The folder can be a shared folder on the network or a folder on the staff computer. Each workstation may have a different default directory for patron services functions.</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
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<p class="TableBody"><b>C:\ProgramData\Polaris\[version]\</b>
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</p>
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</td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody"><a name="kanchor4323"></a>Display photo ID</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">System, Library, Branch, Workstation</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">Determines whether the Patron Registration workform - Photo ID view is available and whether the patron’s ID photo is displayed in the Check Out workform. This feature is available by separate license. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDPpatacct/Setting_Up_Patron_Photos.htm">Setting Up Patron Photos</a>.</MadCap:conditionalText></p>
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<p class="TableBody">Applies to Leap. If this profile is set to Yes, and the patron's record includes a photograph, it appears in the Patron Registration workform and workform tracker in Leap. If the profile is set to No, a generic patron icon appears.</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
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<p class="TableBody"> <b>Yes</b></p>
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</td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Due Date modification: Reason required</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch, Staff</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies whether a reason is required when a staff member resets an item's due date in Polaris Leap. If set to Yes, the staff member must select a reason from a drop-down list when resetting the due date in Leap. The Reasons drop-down list is populated with the entries in the User Defined Due Date Modification Reasons policy table.</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
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<p><b>No</b>
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</p>
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</td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">FTP password for the BNC account</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines the password to sign in to BNC.</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> </td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">FTP URI for BNC</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines the URI of the FTP server responsible for sending data files to BNC.</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> </td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">FTP user name for the BNC account</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines the username to sign in to BNC.</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> </td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">Override patron services blocks</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">Staff</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">Specifies whether the staff member can override permission blocks in patron services and circulation.</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
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<p class="TableBody"><b>No</b> - The staff member is not allowed to override permission blocks on restricted patron services and circulation functions.</p>
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</td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">Patron can enable/disable reading history</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">System, Library, Branch</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">Specifies if the patron can stop or start a reading history from the PAC patron account.</p>
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||||
<p class="TableBody"><span class="FM_BulletHead">Requirements</span>: If you will allow patrons to start and stop reading histories, you must set up reading history parameters. Also, Outreach Services patrons cannot stop their reading histories. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDPpatacct/Setting_Reading_History_Options.htm">Setting Reading History Options</a>.</MadCap:conditionalText></p>
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</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
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<p class="TableBody"><b>No</b> - Patrons cannot enable or disable their reading histories.</p>
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<p class="TableBody">If set to <b>Yes</b>, the option is available in the Contact Information and Preferences section of the PAC patron account.</p>
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</td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">Patron custom data: Definition</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">System</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">Defines patron custom data fields at the library system level. See the Patron Services Administration PDF Guide, Setting Up Patron Custom Data Fields. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDPpatacct/Setting_Up_Patron_Custom_Data_Fields.htm">Setting Up Patron Custom Data Fields</a>.</MadCap:conditionalText></p>
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</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" />
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">Patron custom data: Filter</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">System, Library, Branch</p>
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</td>
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||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Once the patron custom data fields are defined at the system level, they can be filtered at the branch or library level using the <b>Patron custom data: Filter</b> profile.<p class="TableBody"><![CDATA[ ]]><MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDPpatacct/Setting_Up_Patron_Custom_Data_Fields.htm">Setting Up Patron Custom Data Fields</a>.</MadCap:conditionalText></p></td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" />
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">Patron initiated circulation: Blocking conditions</p>
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</td>
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||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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||||
<p class="TableBody">System, Library, Branch</p>
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||||
</td>
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||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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||||
<p class="TableBody">Sets the conditions that block renewals from PAC, by telephone, and from SIP self-check units, and eContent circulation from PAC. You can set blocks related to patron records and blocks related to item records. Patrons are blocked according to the settings for the patron’s registered branch. Items are blocked according to the settings for the item’s assigned branch. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDPblocks/Set_blocks_on_patron-initiated_circulation_and_ebook_circulation.htm">Set blocks on patron-initiated circulation and ebook circulation</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" />
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||||
</tr>
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||||
<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="TableBody">Patron initiated circulation: Transacting branch</p>
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||||
</td>
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||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" />
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||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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||||
<p class="TableBody">Specifies the loaning branch for eContent circulations from the PAC.</p>
|
||||
<p class="TableBody">
|
||||
<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../EContent Integration/EContentPAC/Set_the_loaning_branch_for_eContent_circulations.htm">Set the Loaning Branch for eContent Circulations</a>.</MadCap:conditionalText>
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||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" />
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||||
</tr>
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||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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||||
<p class="TableBody">Patron registration user defined fields</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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||||
<p class="TableBody">Defines the labels for free-text and drop-menu user-defined fields (UDFs) in patron records, and the possible options from drop-menu UDFs. (The labels are set up at implementation.) Individual branches can specify which drop-menu UDF options to display, determine the order of display, and designate a default. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDPpatacct/Setting_Up_User-Defined_Fields.htm">Setting Up User-Defined Fields</a>. </MadCap:conditionalText><br />For information about setting default values for UDFs in the staff client, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../PDPpatacct/Setting_Patron_Registration_Required_Fields_and_Defaults.htm">Setting Patron Registration Required Fields and Defaults</a></MadCap:conditionalText> and <a href="../PDPpatacct/Setting_Express_Registration_Defaults_and_Requirements.htm" data-mc-conditions="Primary.Hidden,Primary.Online">Setting Express Registration Defaults and Requirements</a>. For information about setting default values for UDFs for PAC online registration, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Public_Access_Admin/PDOPatAcc/Set_up_online_patron_self-registration.htm">Set up online patron self-registration</a>.</MadCap:conditionalText></p>
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</td>
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||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" />
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||||
</tr>
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||||
<tr class="TableStyle-BlueHeader-Body-Body1">
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||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Retain deleted record sets </td>
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||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
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||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies whether patron record sets are retained in the database when they are marked for deletion. </td>
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||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
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||||
<p class="TableBody">The default is <b>No</b>; to enable, select <b>Yes</b>.</p>
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||||
</td>
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||||
</tr>
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||||
<tr class="TableStyle-BlueHeader-Body-Body1">
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||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Waiver approval threshold</td>
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||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Staff </td>
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||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Specifies the maximum dollar amount in fees the staff member can waive for patrons.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">The default is <b>$0.00</b>.</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user